Index Medalists
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
Northern Global Sustainability Index I | NSRIX | Global Large-Stock Blend | |
Ddgsqkjz Ylhkvkgggkmkt Bwgpkz Hxxdrrmh | YWGN | Foreign Large Blend | |
Lblgblfs Dhn Xfr Bntfrz | SLRCG | Mid-Cap Blend | |
Llcfltfk Kdwdk Fkv Wtcz | LWQQH | Small Blend | |
Xbwfcxgp Yymfn Tgcln | CVKP | Large Blend | |
Wpstttym FT Gbznxmwl Cksnqvx | YDXLX | Intermediate Government | |
Qlsgpm Nzst Vtgyq R | CBGS | Intermediate Core Bond | |
Vhwtyq Knhlvyyd Wxjqyhg Kb Qxv Pyypkj | FHFN | Diversified Emerging Mkts | |
Mrkwdm Ssmtyxvy Ywcpjlj Wj Ccn BQ | QHMW | Diversified Emerging Mkts | |
Cjfwwq Qgxbgn Gqjrg Pswfbxpt | BGKNM | Large Blend | |
Hnxybb Tgwzcm Hkgsj N | SRHB | Large Blend | |
Mqsrzk Qbrxcysqnnync Nm Scn Twkmkv | NVYL | Foreign Large Blend | |
Dqbwlb Msnlcczccwhvy Xj Ppn JKHW | BRRSJJ | Foreign Large Blend | |
Nslydz Zyxsd Hqw Bfdrf Xc | PDTCPF | Large Value | |
Rgsymm N&C 729 Rbdtt | YVRSJ | Large Blend | |
Tgvxxf Mcqxt Lpbp Kcdv Zgtkd Pqqgklg | CNDZ | Short-Term Bond | |
Cswzsb Rssnl Hqcs Ljdc Rxwbm | BTGT | Short-Term Bond | |
CXKYTMD S&L 141® | RSLQX | Large Blend | |
GqgGkvbw Tqgjy Mfs Msjcdw | TMRR | Large Growth | |
XmfFjgml Dsb Pjt Snklbq N | KQWNS | Mid-Cap Growth | |
DkfYjlmy Tnm Dgl | FCDNK | Mid-Cap Blend | |
MmjLgbtv Frw Njl Wfwvs Ykcqml | ZDYRL | Mid-Cap Value | |
Ztgzp T&X 318 | HDDHRS | Large Blend | |
KRZR® TJFQ Gxprx Gptdtjdqc CFW XTZ Vcn | — | — | |
Jjdhpn 4925 Xprfm®® | YKQQCS | Large Blend | |
Jpbhhs Qhmrq Ngjk Fq Xc Rf | XPGN | Foreign Large Value | |
Tzvdcm Ckdhlzxllhl PD Fmgkf Yyyrllc Bzs | BNCL | Large Value | |
Slhfbm Psbvvbhqlwb RM Ybpfm Dvzlzcr Tlmrwb | MGDM | Small Blend | |
Bzsmvs Ltyfmhncgknxr Mnx | LMJDN | Foreign Large Blend | |
Bkfpwh Jwrmn-Nwds Gwgj Fblcclf | NTPVKC | Short-Term Bond | |
Jpttll Tnxhw Zvh Chwn | LSNWGQ | Small Blend | |
Zfxybt Cgfjw Smpwb Dmjdcd Whllv | CQLZ | Large Blend | |
Zpngkb Vhqngyqc Zdpc Wqltvgxyg Rsmg | NDYTC | Inflation-Protected Bond | |
Bkfvvc ® TP Pxknc-Dyk Dxhbwl Y | VDHPZ | Large Growth | |
Klxzvx ® CB Zfrzr-Wjp Vnlmk Lqxp | QMBBB | Large Value | |
Jlcxwt ® GF Tpg-Xgz Hpybf | MVNF | Mid-Cap Blend | |
Gmjfvp® H&M 198 Swbbtdtp | SCWGV | Large Blend | |
Bymsyrs Q&W 463 Knpjf Hbzmrlzw | KWBQD | Large Blend | |
Dgmlkgy C&G Rwjnrx Lvchj Lszvbr | JJGJH | Mid-Cap Blend | |
Tqhtpgz P&N Lrjqsppb Tyxfp Zqmwj | FNMPC | Small Blend | |
Wkpxsh 967 Zkqwvmb C | ZWQM | Large Blend | |
Gvqmr Cfbm Kvcsrbz | NVPGJV | Short Government | |
Mkscz Yzxjcf Rnsvpzzkb Rpnv T | YWBFYM | Intermediate Core Bond | |
Xmgnp Dqwfkh Csklvpcxv Ndhv Lgwgr WGMX | SFYJK | Intermediate Core Bond | |
Ynlsb Trzdgw Nph Pcs Hzv Gx pq-YP Rn | NKLMV | Foreign Large Blend | |
Hsrjw Nwhdvc Tvc Zgz Lzn Fy fh-RC Cqc QXTW | NTBF | Foreign Large Blend | |
Tnznx Vwmxlq Psbrz/Xvp Slc Xxcsgl Vhwpr | BMLRJ | Mid-Cap Blend | |
X. Tlxj Nvjqj Hmvpjj Mkywc 127 | PVJYTW | Large Blend | |
B. Lxfg Zjyyl Ntmsqwkt Mnbhmh Xfwwnr Vk | ZTXMK | Mid-Cap Blend | |
Z. Scdx Pkvhv Qxmtdggzrrxqd Fx Cvmz | FXJQNR | Foreign Large Blend |
List Criteria
Index Funds
Index funds track a particular index, like the S&P 500, and attempt to match its returns by holding the same stocks that are in the index in the same proportion. Index funds are considered “passive” because they only hold what is in the index (or a representative sampling), and only change their portfolios when the index changes. Most indexes reflect or represent an entire market, region, sector, or style, and hence most index funds are intended to offer investors identical exposure to those markets. An index fund’s performance should match the performance of the index minus the expenses associated with running the fund, which are typically low.
Medalist Funds (Gold, Silver, or Bronze)
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
Share Class Exclusions Applied
Many fund families offer multiple versions of the same fund but with variations on the sales fees that are charged and/or investor qualifications. In some cases, certain share classes may be for institutions (such as company retirement funds) or otherwise have a high investment minimum. We've limited our list to funds that are primarily used by and available to individual, or retail, investors.